Wealth Advisor Associate — Flexible PTO & Parental Leave

CLA (CliftonLarsonAllen); Minneapolis (MN); On-site; USD 72,000 - 145,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) in Minneapolis is seeking a Financial Advisor to support Senior Wealth Advisors in delivering comprehensive financial services. Key responsibilities include client interaction, investment strategy advice, and developing new business opportunities.

The ideal candidate will have at least three years of financial services experience and a Bachelor's degree in a relevant field. This role offers flexible PTO, parental leave, mental health coverage, and a competitive salary.

Qualifications

• Three years of related financial services experience.
• Equivalent experience in lieu of certification/license acceptable.
• Bachelor’s degree required; education may substitute for experience.

Responsibilities

• Develop new opportunities in the marketplace.
• Advise clients on investment strategies and financial planning.
• Provide client support and prepare presentations for meetings.

Skills

Financial planning

Client communication

Investment strategies

Business development

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

CLA (CliftonLarsonAllen) in Minneapolis is seeking a Financial Advisor to support Senior Wealth Advisors in delivering comprehensive financial services. Key responsibilities include client interaction, investment strategy advice, and developing new business opportunities.

The ideal candidate will have at least three years of financial services experience and a Bachelor's degree in a relevant field. This role offers flexible PTO, parental leave, mental health coverage, and a competitive salary.